Cederberg Capital
Latest statistics and disclosures from Cederberg Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NTES, PDD, ATAT, SVM, ACMR, and represent 85.86% of Cederberg Capital's stock portfolio.
- Added to shares of these 5 stocks: SVM (+$24M), CYD (+$12M), ATAT (+$9.9M), PBR.A, AU.
- Started 4 new stock positions in PBR.A, AU, CYD, SVM.
- Reduced shares in these 8 stocks: EDU (-$47M), PDD (-$38M), FUTU (-$27M), YMM (-$20M), NTES (-$13M), ACMR, NU, SE.
- Sold out of its positions in YMM, FUTU.
- Cederberg Capital was a net seller of stock by $-99M.
- Cederberg Capital has $186M in assets under management (AUM), dropping by -39.50%.
- Central Index Key (CIK): 0001861244
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Portfolio Holdings for Cederberg Capital
Cederberg Capital holds 11 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Netease Sponsored Ads (NTES) | 21.6 | $40M | -23% | 360k | 111.94 |
|
| Pdd Holdings Sponsored Ads (PDD) | 21.0 | $39M | -49% | 383k | 102.18 |
|
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 17.8 | $33M | +42% | 901k | 36.81 |
|
| Silvercorp Metals (SVM) | 12.8 | $24M | NEW | 2.2M | 10.74 |
|
| Acm Resh Com Cl A (ACMR) | 12.7 | $24M | -13% | 599k | 39.35 |
|
| China Yuchai Intl (CYD) | 6.7 | $12M | NEW | 323k | 38.50 |
|
| New Oriental Ed & Technology Spon Adr (EDU) | 2.2 | $4.1M | -91% | 73k | 56.63 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 2.1 | $3.8M | -30% | 266k | 14.37 |
|
| Petroleo Brasileiro S A Sp Adr Non Vtg (PBR.A) | 1.5 | $2.8M | NEW | 149k | 18.75 |
|
| Anglogold Ashanti Com Shs (AU) | 1.0 | $1.9M | NEW | 20k | 97.34 |
|
| Sea Sponsord Ads (SE) | 0.7 | $1.2M | -28% | 15k | 82.79 |
|
Past Filings by Cederberg Capital
SEC 13F filings are viewable for Cederberg Capital going back to 2021
- Cederberg Capital 2026 Q1 filed May 15, 2026
- Cederberg Capital 2025 Q4 restated filed Feb. 18, 2026
- Cederberg Capital 2025 Q3 filed Nov. 14, 2025
- Cederberg Capital 2025 Q2 filed Aug. 14, 2025
- Cederberg Capital 2025 Q1 filed May 15, 2025
- Cederberg Capital 2024 Q4 filed Feb. 14, 2025
- Cederberg Capital 2024 Q3 filed Nov. 14, 2024
- Cederberg Capital 2024 Q2 filed Aug. 14, 2024
- Cederberg Capital 2024 Q1 filed May 14, 2024
- Cederberg Capital 2023 Q3 filed Nov. 14, 2023
- Cederberg Capital 2023 Q2 filed Aug. 14, 2023
- Cederberg Capital 2023 Q1 filed May 15, 2023
- Cederberg Capital 2022 Q4 filed Feb. 14, 2023
- Cederberg Capital 2022 Q3 filed Nov. 14, 2022
- Cederberg Capital 2022 Q2 filed Aug. 15, 2022
- Cederberg Capital 2022 Q1 filed May 16, 2022